Import
Bring in donations
From Brand Partners, Donorbox, Zeffy, or any custom CSV/XLSX
1
Upload2
Map3
Preview4
Review5
CommitDrop any donation CSV or Excel file here
Supports .xlsx, .xls, .csv · click to browse · nothing saves until you confirm
Reversible batch
Every saved row is tagged to this import for clean rollback.
Program routing
Program matches are previewed before anything is committed.
Duplicate guard
Same donor, date, and amount are skipped unless you override.
First time? Here's how it works.
Drop any CSV or Excel file above. We'll show you a preview and help you match the columns to your donor fields. After you confirm, we'll offer to save that mapping as a preset — next time a similar file shows up, it's one click.